Kestra Private Wealth Services’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
44,255
+13,367
| +43% | +$113K | 0.01% | 1165 |
|
|
2025
Q1 | $327K | Buy |
30,888
+3,069
| +11% | +$32.5K | 0.01% | 1158 |
|
|
2024
Q4 | $295K | Sell |
27,819
-8,003
| -22% | -$84.8K | 0.01% | 1135 |
|
|
2024
Q3 | $427K | Buy |
35,822
+1,736
| +5% | +$20.7K | 0.01% | 943 |
|
|
2024
Q2 | $417K | Buy |
34,086
+7,627
| +29% | +$93.2K | 0.01% | 903 |
|
|
2024
Q1 | $370K | Buy |
26,459
+4,475
| +20% | +$62.6K | 0.01% | 928 |
|
|
2023
Q4 | $262K | Buy |
+21,984
| New | +$262K | 0.01% | 1001 |
|
|
2021
Q3 | – | Sell |
-11,334
| Closed | -$260K | – | 975 |
|
|
2021
Q2 | $260K | Buy |
11,334
+1,361
| +14% | +$31.2K | 0.02% | 721 |
|
|
2021
Q1 | $246K | Buy |
+9,973
| New | +$246K | 0.02% | 674 |
|